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Everhart Financial Group’s Moody's MCO Stock Holding History

Everhart Financial Group’s Portfolio MCO Stock Details MCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$518K Sell
1,143
-287
-20% -$129K 0.03% 274
2026
Q1 		$624K Buy
1,430
+312
+28% +$148K 0.05% 237
2025
Q4 		$571K Buy
1,118
+110
+11% +$53.7K 0.05% 244
2025
Q3 		$480K Buy
1,008
+10
+1% +$5.04K 0.05% 254
2025
Q2 		$501K Buy
998
+12
+1% +$5.56K 0.06% 220
2025
Q1 		$459K Buy
986
+84
+9% +$40.5K 0.06% 222
2024
Q4 		$427K Sell
902
-2
-0.2% -$955 0.09% 210
2024
Q3 		$429K Buy
+904
New +$419K 0.1% 211

Other funds holding MCO

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HHAA
Henry H. Armstrong Associates Pittsburgh, Pennsylvania $1.03B AUM 4.23% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return

Everhart Financial Group's MCO Position: Q2 2026 in Review

Everhart Financial Group reduced its Moody's (MCO) stake by 20% in Q2 2026, selling an estimated $129K and leaving 1,143 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #274.

Everhart Financial Group first reported a position in MCO in Q3 2024 and has held it in 8 quarters since. The position peaked at $624K in Q1 2026. 262 funds tracked by Wall St. Rank hold MCO as of Q2 2026.

  • Everhart Financial Group held 1,143 shares of Moody's worth $518K as of Q2 2026.
  • Everhart Financial Group sold 287 Moody's shares in Q2 2026, an estimated $129K.
  • Moody's made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #274 holding.
  • Everhart Financial Group first reported a position in Moody's in Q3 2024 and has held it in 8 quarters since.
  • Everhart Financial Group's Moody's position peaked at $624K in Q1 2026.
  • 262 funds tracked by Wall St. Rank held Moody's as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.